Up Strategic Wealth Investment Advisors LLC Vanguard S&P Small Cap 600 ETF Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $66 Billion
  • Q2 2024

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 3,934 shares of VIOO stock, worth $409,568. This represents 0.59% of its overall portfolio holdings.

Number of Shares
3,934
Previous 3,464 13.57%
Holding current value
$409,568
Previous $352 Million 9.89%
% of portfolio
0.59%
Previous 0.58%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$93.69 - $101.79 $44,034 - $47,841
470 Added 13.57%
3,934 $386 Million
Q1 2024

May 15, 2024
SELL
$93.69 - $101.5 $17,051 - $18,473
-182 Reduced 4.99%
3,464 $352 Million
Q4 2023

Feb 13, 2024
BUY
$81.22 - $100.75 $296,128 - $367,334
3,646 New
3,646 $362 Million

Others Institutions Holding VIOO

# of Institutions
324
Shares Held
12.8M
Call Options Held
1.4K
Put Options Held
2.2K
View Full List

About VANGUARD S&P SMALL CAP 600 ETF

VIOO Quotes by TradingView
  • Ticker VIOO
  • Sector ETFs
  • Industry ETFs
More about VIOO
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